EPISODE · Feb 15, 2026 · 2H 11M
Saturday Night Investing with MattMoney and the Milkman.
from MattMoney Podcasts · host MattMoney
Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00) - Intro(00:21) - Discussion on the "beef" with Michael Burry regarding Palantir and blocking people on X (Twitter).(10:29) - "Flight to Safety" analysis: Amazon vs. Walmart and Costco (Revenue growth, CapEx, and valuation).(32:48) - Deep dive into Symbotic (SYM): Warehouse robotics, financials, and Walmart partnership.(51:57) - The "Cookie Break" and discussion about homemade cookies.(58:26) - Q&A on Oil & Gas companies, crack spreads, and Marathon Petroleum.(01:07:04) - Discussion on QXO and Brad Jacobs' strategy.(01:11:55) - Venture Global and LNG market discussion.(01:24:48) - Reaction to the Barron's article about Dan Ives.(01:33:16) - Apple valuation and wearables.(01:50:50) - Ranking Girl Scout Cookies (Samoas vs. Thin Mints).(02:01:17) - Rant on the student loan crisis and the cost of education (responding to a viewer's $1.65M debt story).Join Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712
What this episode covers
Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00) - Intro(00:21) - Discussion on the "beef" with Michael Burry regarding Palantir and blocking people on X (Twitter).(10:29) - "Flight to Safety" analysis: Amazon vs. Walmart and Costco (Revenue growth, CapEx, and valuation).(32:48) - Deep dive into Symbotic (SYM): Warehouse robotics, financials, and Walmart partnership.(51:57) - The "Cookie Break" and discussion about homemade cookies.(58:26) - Q&A on Oil & Gas companies, crack spreads, and Marathon Petroleum.(01:07:04) - Discussion on QXO and Brad Jacobs' strategy.(01:11:55) - Venture Global and LNG market discussion.(01:24:48) - Reaction to the Barron's article about Dan Ives.(01:33:16) - Apple valuation and wearables.(01:50:50) - Ranking Girl Scout Cookies (Samoas vs. Thin Mints).(02:01:17) - Rant on the student loan crisis and the cost of education (responding to a viewer's $1.65M debt story).Join Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712
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Saturday Night Investing with MattMoney and the Milkman.
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